HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$217K
3
+$142K
4
GIS icon
General Mills
GIS
+$92.8K
5
AMD icon
Advanced Micro Devices
AMD
+$91.6K

Top Sells

1
+$3.82M
2
+$819K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
FDX icon
FedEx
FDX
+$208K

Sector Composition

1 Consumer Staples 37.59%
2 Industrials 23.38%
3 Communication Services 6.64%
4 Technology 6.04%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13K ﹤0.01%
42
452
$13K ﹤0.01%
400
453
$13K ﹤0.01%
5,000
454
$13K ﹤0.01%
112
455
$13K ﹤0.01%
1,118
456
$13K ﹤0.01%
289
+60
457
$12K ﹤0.01%
256
458
$12K ﹤0.01%
700
459
$12K ﹤0.01%
335
460
$12K ﹤0.01%
251
461
$12K ﹤0.01%
381
462
$12K ﹤0.01%
1,016
463
$12K ﹤0.01%
60
464
$12K ﹤0.01%
494
465
$12K ﹤0.01%
307
+2
466
$12K ﹤0.01%
516
467
$12K ﹤0.01%
143
468
$12K ﹤0.01%
60
469
$11K ﹤0.01%
538
470
$11K ﹤0.01%
46
471
$11K ﹤0.01%
573
472
$11K ﹤0.01%
212
473
$11K ﹤0.01%
+311
474
$11K ﹤0.01%
187
475
$11K ﹤0.01%
5,813
17 18
19
20 21